4月29日公司发布的一季报数据显示，一季度公司共实现营业收入7949.47万元，同比增长7.69%，实现 净利润722.26万元，同比增长436.92%。 7月15日公司发布上半年业绩预告，预计实现净利润1800.00万元至2500.00万元，同比变动区间为 97.85%~174.79%。（数据宝） 必得科技8月4日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 1921.92 | | | 买二 | 国泰海通证券股份有限公司上海浦东新区福山路证券营 业部 | 1685.71 | | | 买三 | 中信建投证券股份有限公司北京青年路证券营业部 | 556.85 | | | 买四 | 东莞证券股份有限公司揭阳分公司 | 401.21 | | | 买五 | 国泰海通证券股份有限公司深圳金田路证券营业部 | 362.21 | | | 卖一 | 中国银河证券股份有限公司宁波潜龙路证券营业部 | | 317.82 | | 卖二 | 招商证券 ...

证券之星消息，8月4日轨交设备板块较上一交易日上涨0.47%，必得科技领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。轨交设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605298 | 必得科技 | 16.80 | 10.02% | 5.08万 | 8372.80万 | | 300960 | 通业科技 | 28.27 | 5.49% | 3.83万 | 1.07亿 | | 872541 | 铁大科技 | 17.17 | 3.43% | 4.23万 | 7224.59万 | | 603500 | 祥和实业 | 9.67 | 3.42% | 7.80万 | 7428.90万 | | 688367 | 工大高科 | 19.88 | 2.58% | 1.43万 | 2800.29万 | | 600495 | 晋西车轴 | 5.08 | 2.42% | 31.88万 | 1.60亿 | | 300923 | 研奧股份 | ...

证券代码：605298 证券简称：必得科技 公告编号：2025-029 江苏必得科技股份有限公司 董事、高级管理人员集中竞价减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 减持计划的实施结果情况 理人员集中竞价减持股份计划公告》 （公告编号：2025-020） （以下简称"《减持 计划》"）。2025 年 5 月 23 日至 2025 年 7 月 25 日期间，董事、副总经理、财 务总监、董事会秘书张雪坚女士通过集中竞价方式减持公司股份 58,500 股，占 公司总股本的 0.0311%；董事、副总经理何明先生通过集中竞价方式减持公司股 份 10,000 股，占公司总股本的 0.0053%；董事、副总经理丁胜先生通过集中竞价 方式减持公司股份 97,500 股，占公司总股本的 0.0519%；董事夏帮华先生通过集 中竞价方式减持公司股份 32,500 股，占公司总股本的 0.0173%。截至本公告披露 日，张雪坚女士持有公司股份 175,500 股，占公司总股本的 0.0934% ...

证券代码：605298 证券简称：必得科技 公告编号：2025-029 江苏必得科技股份有限公司 董事、高级管理人员集中竞价减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 董事、高级管理人员持股的基本情况 本次减持计划实施前，江苏必得科技股份有限公司（以下简称"公司"、"必 得科技"）董事、副总经理，财务总监、董事会秘书张雪坚女士持有公司人民币 普通股 234,000 股（其中无限售条件流通股份 93,600 股，有限售条件的股份 140,400 股），占公司股份总数的 0.1246%，上述股份来源于 2023 年限制性股票 激励计划获授取得。 公司董事、副总经理何明先生持有公司人民币普通股 390,000 股（其中无限 售条件流通股份 156,000 股，有限售条件的股份 234,000 股），占公司股份总数的 0.2076%，上述股份来源于 2023 年限制性股票激励计划获授取得。 公司董事夏帮华先生持有公司人民币普通股 130,000 股（其中无限售条件流 通股份 52,000 ...

Core Viewpoint - The company, Jiangsu Bid Technology Co., Ltd., anticipates significant growth in net profit for the first half of 2025, driven by increased business in high-speed rail and optimized product structure [1][2]. Group 1: Performance Forecast - The company expects a net profit attributable to shareholders of between 18 million to 25 million yuan for the first half of 2025, representing an increase of 8.90 million to 15.90 million yuan compared to the same period last year, which is a year-on-year increase of 97.85% to 174.79% [1][2]. - The forecasted net profit, excluding non-recurring gains and losses, is estimated to be between 17.18 million to 24.18 million yuan, with an increase of 8.62 million to 15.62 million yuan year-on-year, reflecting a growth of 100.83% to 182.67% [2]. Group 2: Previous Year Performance - In the same period of the previous year (January to June 2024), the company reported a total profit of 11.12 million yuan and a net profit attributable to shareholders of 9.10 million yuan, with a net profit of 8.55 million yuan after excluding non-recurring gains and losses [2]. - The earnings per share for the previous year was 0.05 yuan [2]. Group 3: Reasons for Performance Increase - The increase in net profit is attributed to a rise in high-speed rail supporting business and an optimization of the product structure during the reporting period [2].

Jiangsu Bide Technology Co., Ltd. 2025 Semi-Annual Performance Pre-Increase Announcement [Key Highlights](index=1&type=section&id=重要内容提示) The company forecasts a significant increase in net profit attributable to shareholders for H1 2025, with a year-on-year growth range of 97.85% to 174.79% 2025 H1 Estimated Performance | Indicator | 2025 H1 Estimated Amount | Year-on-Year Growth | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 18.00 million - 25.00 million CNY | 97.85% - 174.79% | | Net Profit Attributable to Shareholders Excluding Non-Recurring Items | 17.1784 million - 24.1784 million CNY | 100.83% - 182.67% | [Details of Current Period Performance Forecast](index=1&type=section&id=一、本期业绩预告情况) Based on preliminary estimates, the company expects H1 2025 net profit attributable to shareholders to range from 18.00 million to 25.00 million CNY Current Period Performance Forecast (Unaudited) | Performance Indicator | Estimated Amount (CNY) | Year-on-Year Change | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 18.00 million - 25.00 million CNY | Increase by 8.9022 million - 15.9022 million CNY (97.85% - 174.79%) | | Net Profit Excluding Non-Recurring Items | 17.1784 million - 24.1784 million CNY | Increase by 8.6249 million - 15.6249 million CNY (100.83% - 182.67%) | - This performance forecast data is unaudited by certified public accountants[2](index=2&type=chunk) [Prior Period Performance Review](index=1&type=section&id=二、上年同期业绩情况) H1 2024 saw net profit attributable to shareholders of 9.0978 million CNY and basic earnings per share of 0.05 CNY, serving as the comparison base 2024 H1 Performance (Comparison Base) | Indicator (Jan-Jun 2024) | Amount/Value | | :--- | :--- | | Net Profit Attributable to Shareholders | 9.0978 million CNY | | Net Profit Excluding Non-Recurring Items | 8.5535 million CNY | | Total Profit | 11.1166 million CNY | | Earnings Per Share | 0.05 CNY | [Analysis of Performance Pre-Increase Reasons](index=2&type=section&id=三、本期业绩预增主要原因) Performance growth is primarily driven by increased high-speed rail supporting business, expanding scale and optimizing product structure - The primary reason for performance growth is the increase in the company's high-speed rail supporting business during the reporting period[4](index=4&type=chunk) - Business growth led to optimized product structure, thereby enhancing the company's net profit for the current period[4](index=4&type=chunk) [Risk Warning and Statement](index=2&type=section&id=四、风险提示) This performance forecast is preliminary and unaudited, with final accurate data subject to the officially disclosed semi-annual report - This performance forecast is a preliminary calculation by the company's financial department and has not yet been audited by certified public accountants[5](index=5&type=chunk) - The company declares no significant uncertainties exist that could affect the accuracy of this performance forecast[5](index=5&type=chunk) - The final accurate financial data will be based on the company's officially disclosed 2025 semi-annual report, reminding investors to be aware of investment risks[6](index=6&type=chunk)

Core Viewpoint - The company, Bidetech (605298), expects a significant increase in net profit for the first half of 2025 compared to the same period last year, indicating strong financial performance and growth potential [1] Financial Performance - The company anticipates a net profit attributable to shareholders ranging from 18 million to 25 million yuan for the first half of 2025, representing an increase of 8.9022 million to 15.9022 million yuan year-on-year, which translates to a growth of 97.85% to 174.79% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 17.1784 million and 24.1784 million yuan, with an increase of 8.6249 million to 15.6249 million yuan compared to the same period last year, reflecting a year-on-year growth of 100.83% to 182.67% [1]

Core Viewpoint - On July 7, a total of 30 listed companies had their restricted shares unlocked, with a total market value of approximately 15.657 billion yuan [1] Summary by Category Restricted Share Unlocking - Xiamen Xinda (000701) had 4.5378 million shares unlocked under equity incentive restrictions - Qianjiang Motorcycle (000913) had 117,500 shares unlocked under equity incentive restrictions - Shenhuo Co. (000933) had 5.1992 million shares unlocked under equity incentive restrictions - Xiamen Xiangyu (600057) had 28.3365 million shares unlocked under equity incentive restrictions - Inner Mongolia First Machinery (600967) had 20,630 shares unlocked under equity incentive restrictions - Bowei Alloys (601137) had 720,000 shares unlocked under equity incentive restrictions - Kebo Da (603786) had 1.5424 million shares unlocked under equity incentive restrictions - Jianke Co. (301115) had 90,000 shares unlocked under equity incentive restrictions - Jinhai Biological (002688) had 6.411 million shares unlocked under equity incentive restrictions - Tiantian Technology (300587) had 2.1044 million shares unlocked under equity incentive restrictions - Shengbang Co. (301233) had 994,200 shares unlocked under pre-issue restrictions - Zhonglan Environmental (300854) had 797,500 shares unlocked under equity incentive restrictions - Bidetech (605298) had 1.23 million shares unlocked under equity incentive restrictions - Tian'ao Electronics (002935) had 1.8468 million shares unlocked under equity incentive restrictions - Zhongyi Technology (301208) had 510,000 shares unlocked under pre-issue restrictions - Dielian Technology (300679) had 28,710 shares unlocked under equity incentive restrictions - Xishanghai (605151) had 544,000 shares unlocked under equity incentive restrictions - Dingsheng New Materials (603876) had 324,000 shares unlocked under equity incentive restrictions - Keli Sensor (603662) had 118,800 shares unlocked under equity incentive restrictions - Keri Technology (002957) had 451,100 shares unlocked under equity incentive restrictions - Puri Eye Hospital (301239) had 78.8296 million shares unlocked under pre-issue restrictions - Wuzhou Medical (301234) had 49.572 million shares unlocked under pre-issue restrictions - Sanwei Tiandi (301159) had 30.4475 million shares with extended lock-up period unlocked - Hush Silicon Industry (688126) had 11.3603 million shares unlocked - Junshi Biosciences (688180) had 1.8452 million shares unlocked - Olin Bio (688319) had 224,700 shares unlocked - Guoxin Technology (688262) had 71.6493 million shares unlocked - Yahui Pharmaceutical (688176) had 129 million shares unlocked - Lingyun Optical (688400) had 224 million shares unlocked - Aobi Zhongguang (688322) had 34.0322 million shares unlocked [1]

Core Viewpoint - The recent financial performance of Bidetech has raised concerns, particularly following the inquiry from the Shanghai Stock Exchange regarding the significant decline in operating cash flow for the year 2024 [1][2]. Group 1: Financial Performance - Bidetech's revenue surged from 49.52 million to 77.99 million from 2022 to 2024, with net profit increasing from 9.21 million to 14.49 million, achieving an excess completion rate of 130% during the performance commitment period [2]. - However, post-commitment, revenue plummeted by 17.8% to 64.05 million in 2024, with a further decline of 11.54% in Q1 2025, and net profit decreased by 20.77% [2]. - The primary cause of this revenue fluctuation is attributed to high customer concentration, with over 98% of revenue coming from Beijing Metro and its subsidiaries [2]. Group 2: Cash Flow and Financial Health - The operating cash flow for 2024 deteriorated to -50.16 million, marking a 145% increase in the negative gap over two consecutive years [3]. - Cash reserves decreased by 57.37% compared to the end of 2023, while accounts receivable surged by 33.88% to 450 million, accounting for 93% of revenue [3]. - The change in customer payment terms, extending from a 30-day settlement period to 3-6 months, has exacerbated cash flow issues, as the company continues to prepay suppliers [3]. Group 3: Goodwill and Financial Adjustments - Bidetech has adjusted parameters in its goodwill impairment testing, increasing the projected revenue growth rate from 1%-2% to 5%-10%, while simultaneously lowering the profit margin from 20.0%-21.8% to 17.1%-20.6% [2]. - This contradictory adjustment has raised suspicions of financial maneuvers aimed at delaying impairment pressure [2]. - Additionally, the company has paid 4.01 million in excess performance bonuses to the original shareholders of Jing Tang Dexin, with 50% of this amount already disbursed by May 2025, impacting profit directly [3].

Group 1 - The core viewpoint of the news is the response of Jiangsu Bid Technology Co., Ltd. to the regulatory inquiry regarding its 2024 annual report, highlighting the company's acquisition of Jing Tang Dexin and its performance metrics [1][2][3] - Jiangsu Bid Technology received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, prompting a detailed response from the auditing firm [1] - The company acquired 100% equity of Jing Tang Dexin, which specializes in the design and maintenance of subway automatic door systems, with performance commitments set for 2022 to 2024 [2][3] Group 2 - Jing Tang Dexin's main business model includes the sale of spare parts and maintenance services, with a focus on subway vehicle door systems [4][5] - The revenue recognition policy involves recognizing income upon delivery and acceptance of goods, with specific conditions for installation [5] - Key financial indicators from 2021 to 2024 show a significant increase in revenue and net profit, with total revenue reaching 6,404.57 million yuan in 2024 [6][9] Group 3 - The urban rail transit industry in China has shown substantial growth, with 58 cities operating 361 lines and a total operating mileage of 12,160.77 kilometers by the end of 2024 [7] - The maintenance industry is expected to continue growing, driven by the increasing demand for safety and reliability in subway door systems [8][13] - Jing Tang Dexin's performance during the commitment period was significantly enhanced due to increased demand and a stable customer base, primarily consisting of state-owned enterprises [9][14] Group 4 - The company has a substantial order backlog of approximately 99.43 million yuan as of the end of 2024, indicating a strong future revenue stream [13][19] - The decline in revenue for 2024 is attributed to the completion of major orders, particularly from the Beijing Subway Operations Company [11][14] - The company anticipates continued growth in the maintenance sector as urban rail networks expand and enter high-frequency maintenance phases [13][19] Group 5 - The excess performance rewards for Jing Tang Dexin's original shareholders are structured to incentivize management and are calculated based on net profit exceeding set targets [15][16] - The accounting treatment for these rewards is classified as future period costs, impacting the consolidated net profit of Jiangsu Bid Technology [15][16] - The goodwill impairment testing for Jing Tang Dexin indicates that the projected revenue growth rate has been adjusted to 5%-10%, reflecting a positive outlook for future performance [16][19]